As a client of SKWealth, you can expect professional advice tailored to your needs and goals. Our team of CERTIFIED FINANCIAL PLANNERS™, Certified Public Accountants, and other professionals look beyond “The Big Picture” to establish your personal financial objectives. Whether you wish to fund an education, save for retirement or manage your investments, The Integrated Financial Advantage™, is here to help you make informed decisions that will benefit your future.

Working with a Certified Divorce Financial Analyst (CDFA) at SK Wealth provides guidance and clarity during the difficult divorce process. The CDFA’s role is to help the client and attorney recognize how the financial decisions made during the divorce will impact the client’s future. We develop a plan for your financial future that still has your integrity intact. We offer a complimentary meeting to determine if this service is right for you.

Our team is comprised of engaged & enthusiastic individuals who not only have the expertise of real-world financial solutions, but also have the experience to back it up. The SKWealth team represents you- not the industry. Let us guide you on your path to financial independence.

News Archive

Click on Dollars & $ense to view the latest newsletter, which includes articles on Rules Eased for Health Flexible Spending Accounts, Reverse Mortgage Changes and our most recent Market Thoughts as well as comparative benchmarks.

Tune in to AM790 WPRV December 6, 2013 from 3:00 to 3:30 pm ET Listen to Cheryl Ethier, Lisa Bergeron, and Kaye Michelle on Patricia Raskin Positive Business on Friday, December 6th 3:00-3:30pm ET on AM790 WPRV. Listeners can call in to the show at 401-437-5000 or 888-345-0790 and listen...

IRS and Treasury: The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for all federal tax purposes. Guidance has been provided in the form of a Revenue...